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SUMMIT SECURITIES GROUP LLC: PAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT SECURITIES GROUP LLC on PAA, newest first. How the timeline and the estimate are built.

SUMMIT SECURITIES GROUP LLC held 14,900 PAA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,900 shares
    Change vs previous 13F -1,300 shares

    0.06% of the 13F portfolio, value $331,674.

    13F-HR 0001531593-26-000006 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,200 shares
    Change vs previous 13F -5,700 shares

    0.18% of the 13F portfolio, value $361,746.

    13F-HR 0001531593-26-000005 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,900 shares
    Change vs previous 13F -3,508 shares

    0.07% of the 13F portfolio, value $393,324.

    13F-HR 0001531593-26-000002 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,408 shares
    Change vs previous 13F -18,492 shares

    0.14% of the 13F portfolio, value $433,460.

    13F-HR 0001531593-25-000010 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,900 shares
    Change vs previous 13F +1,200 shares

    0.29% of the 13F portfolio, value $804,248.

    13F-HR 0001531593-25-000006 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,700 shares
    Change vs previous 13F +33,400 shares

    0.59% of the 13F portfolio, value $854,000.

    13F-HR 0001531593-25-000004 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,300 shares
    Change vs previous 13F +500 shares

    0.06% of the 13F portfolio, value $158,844.

    13F-HR 0001531593-25-000002 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,800 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $153,000.

    13F-HR 0001531593-24-000020 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).